HSBC Holdings
PFBC icon

HSBC Holdings’s Preferred Bank PFBC Stock Holding History

HSBC Holdings’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3M Sell
154,396
-17,361
-10% -$1.67M 0.01% 820
2026
Q1 		$15.6M Buy
171,757
+27,169
+19% +$2.46M 0.01% 810
2025
Q4 		$14M Buy
144,588
+28,268
+24% +$2.64M 0.01% 854
2025
Q3 		$10.4M Sell
116,320
-30,115
-21% -$2.79M 0.01% 912
2025
Q2 		$12.7M Sell
146,435
-81,741
-36% -$6.74M 0.01% 829
2025
Q1 		$19.2M Sell
228,176
-32,954
-13% -$2.86M 0.01% 724
2024
Q4 		$22.8M Buy
261,130
+27,760
+12% +$2.45M 0.01% 696
2024
Q3 		$18.9M Buy
233,370
+1,444
+0.6% +$115K 0.01% 739
2024
Q2 		$17.7M Sell
231,926
-48,881
-17% -$3.7M 0.01% 710
2024
Q1 		$21.6M Buy
280,807
+22,334
+9% +$1.62M 0.01% 678
2023
Q4 		$19.1M Sell
258,473
-8,866
-3% -$577K 0.02% 690
2023
Q3 		$16.7M Sell
267,339
-18,422
-6% -$1.15M 0.02% 678
2023
Q2 		$15.9M Buy
285,761
+1,866
+0.7% +$93.9K 0.02% 679
2023
Q1 		$15.5M Sell
283,895
-6,031
-2% -$408K 0.02% 692
2022
Q4 		$21.7M Buy
289,926
+7,987
+3% +$582K 0.03% 628
2022
Q3 		$18.8M Buy
281,939
+541
+0.2% +$37.8K 0.03% 574
2022
Q2 		$19.5M Buy
281,398
+8,913
+3% +$610K 0.03% 584
2022
Q1 		$20.2M Buy
272,485
+6,994
+3% +$542K 0.02% 594
2021
Q4 		$18.9M Buy
265,491
+250,178
+1,634% +$17.3M 0.02% 697
2021
Q3 		$1.02M Buy
15,313
+2,428
+19% +$149K ﹤0.01% 1871
2021
Q2 		$819K Buy
+12,885
New +$857K ﹤0.01% 1875
2019
Q4 		– Sell
-8,477
Closed -$444K – 3153
2019
Q3 		$444K Buy
+8,477
New +$432K ﹤0.01% 2402
2018
Q3 		– Sell
-11,137
Closed -$684K – 2621
2018
Q2 		$684K Buy
11,137
+6,984
+168% +$451K ﹤0.01% 1946
2018
Q1 		$267K Buy
+4,153
New +$265K ﹤0.01% 2240

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HSBC Holdings's PFBC Position: Q2 2026 in Review

HSBC Holdings reduced its Preferred Bank (PFBC) stake by 10% in Q2 2026, selling an estimated $1.67M and leaving 154,396 shares worth $16.3M. The position accounts for 0.01% of the portfolio, ranked #820.

HSBC Holdings first reported a position in PFBC in Q1 2018 and has held it in 24 quarters since. The position peaked at $22.8M in Q4 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • HSBC Holdings held 154,396 shares of Preferred Bank worth $16.3M as of Q2 2026.
  • HSBC Holdings sold 17,361 Preferred Bank shares in Q2 2026, an estimated $1.67M.
  • Preferred Bank made up 0.01% of HSBC Holdings's portfolio in Q2 2026, its #820 holding.
  • HSBC Holdings first reported a position in Preferred Bank in Q1 2018 and has held it in 24 quarters since.
  • HSBC Holdings's Preferred Bank position peaked at $22.8M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.